Create Nimble contacts for new Clio contacts
Effortlessly maintain up-to-date contact information across your Clio and Nimble platforms with this workflow. When a new contact is added in Clio, this automation will create a contact in Nimble, ensuring consistent data management. Streamline your contact organization process and stay focused on your client relationships.
Effortlessly maintain up-to-date contact information across your Clio and Nimble platforms with this workflow. When a new contact is added in Clio, this automation will create a contact in Nimble, ensuring consistent data management. Streamline your contact organization process and stay focused on your client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Triggers when you add a new contact.
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